See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,156 | $73,787+225.5% | $98,716+143.3% | $82,448+191.3% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 16.75% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $445 | $1,511-70.6% | $2,279-80.5% | $2,551-82.6% |
| Participant deferral / active EE | $3,826 | $3,081+24.2% | $4,048-5.5% | $4,139-7.6% |
| Admin fee / account holder | $1,062 | $6,500-83.7% | $8,703-87.8% | $7,234-85.3% |